Tax Quality Control Associate

Classification:                     Non-Exempt/Hourly           

Job Type:                             Seasonal (January through April)

Location:                              Edwardsville Tax Services

               6659 Center Grove Rd

                                               Edwardsville, IL 62025

Reports To:                          Controller / Director of Tax

Desired Start Date:             January 2026

ABOUT US:

FCB Banks has been family owned and managed for more than three generations. Our original banks opened in New Baden and Albers in 1901 and customers quickly associated FCB with quality service, competitive rates, and personal customer care. These qualities became the pillars of our business when First Collinsville Bank opened in 1990 and we began expanding throughout the area. We streamlined and simplified banking operations and officially changed our name to FCB Banks in 2017. Today we have seventeen locations in sixteen wonderful towns serving customers in Illinois and Missouri. We pride ourselves on being locally owned and operated as well as a valued part of the community. Since 1901 our goal at FCB Banks has always been to provide exceptional service to our valued customers.

JOB SUMMARY:

The Quality Control Associate is responsible for ensuring that tax returns are completed to the company’s standards. They work closely with Tax Preparers and the Director of Tax to identify and address areas of improvement, and perform reviews to measure quality. A successful Quality Control Associate will have strong attention to detail, analytical skills and expert knowledge of tax law and requirements.

ESSENTIAL JOB DUTIES:

• Reviews simple to complex tax return data input for errors and omissions.
• Communicates with Tax Preparers regarding errors and omissions.
• Using tax software, electronically files tax returns.
• Reviews software to verify electronically filed returns have been accepted or rejected.
• Communicates rejected e-filings with Tax Preparers for resolution.
• Stores and files tax returns in proper retention area once returns have been electronically filed and accepted.
• Operates telephone to answer, screen and forward calls, providing information and taking messages.
• Greets persons entering establishment, determine nature and purpose of visit and direct or escort them to specific destinations.
• Provide clients with final tax return documentation, acquire necessary client signatures and process payments for tax services.
• Completes additional duties as assigned.     
   

TECHNICAL SKILLS NEEDED:

• Strong and professional communication skills (written, verbal, and listening) 
• Knowledge of Microsoft Office (Word, Excel), QuickBooks (preferred), Drake Tax Software (preferred), and traditional office products (copiers, fax machines, ten-keys, phones, etc.)
• Strong attention to detail and logic/reasoning
• Knowledge of tax laws and procedures
• Customer Service – acknowledges, greets and responds quickly to customer needs; remains professional when dealing with challenging situations
• Problem Solving – identifies and resolves basic and complex problems timely
• Quick learner, detail-oriented a